Plan Snapshot
- Plan Sponsor: Stoughton Hospital Association
- Sponsor EIN: 390832914
- Sponsor Address: 900 RIDGE STREET, STOUGHTON, WI, 53589
- Plan Type: 403(b)
- Total Participants: 410
- Total Assets: $38.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 410 | $38.1M | $776,178 | $1.7M |
| 2023 | 384 | $32.1M | $684,412 | $1.5M |
| 2022 | 365 | $27.5M | $531,156 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $25,533 | — | $25,533 | — | — |
| 2023 | $3,219 | — | $293 | — | — |
| 2022 | $2,185 | — | $2,185 | — | — |